Overview
- Elon Musk told investors Wednesday that Optimus, Tesla’s humanoid robot, will enter production in late July or August at the Fremont plant following the early‑May shutdown of the Model S/X line.
- Musk warned the initial ramp will be slow and said output is impossible to predict this year because the robot uses roughly 10,000 unique parts on a brand‑new line.
- Company materials and local permits describe a major Optimus buildout at Giga Texas with more than 5.2 million square feet of added space, construction estimated at $5–10 billion, and a long‑term goal of 10 million robots a year.
- At a launch event in Mumbai, Tesla introduced the three‑row Model YL for India and said it will add service centers and Superchargers to link major corridors like Delhi–Chandigarh–Jaipur and Bengaluru–Chennai, while timing Optimus and energy products for a later entry.
- Musk said Tesla will hold back a full Optimus V3 reveal until closer to production to curb copycats, and he outlined a plan to start robots on simple factory tasks before expanding their skills.